A complete list of active advisors currently associated with Reaching Upward Financial Solutions LLC

Warmer can help you find a great advisor at Reaching Upward Financial Solutions LLC or one who fits your needs even better.

Reaching Upward Financial Solutions provides portfolio management, financial planning, tax preparation and periodic educational seminars and workshops to individuals, retirement plans and charitable organizations. The firm documents each client’s objectives, risk tolerance and time horizon in an Investment Policy Statement and tailors advice to those factors. RUFSL typically seeks discretionary authority to implement long‑term trading strategies and applies cyclical and fundamental analysis alongside modern portfolio theory. It generally invests in mutual funds, equities, ETFs (including precious‑metal ETFs), fixed income (including TIPS) and, when appropriate, private placements; accounts are custodied through the Altruist platform and reviewed on an ongoing basis with quarterly reporting. The brochure discloses several uncommon features for an independent adviser: the firm offers tax preparation and consulting for a fee, the principal is licensed to sell insurance products and also acts as a real estate broker, and the firm provides free public educational seminars. Those affiliations and dual‑role activities are noted as potential conflicts of interest in the brochure and the firm describes procedures to disclose and manage them; the firm also does not use third‑party investment managers or participate in wrap fee programs.

To learn more about the advisors currently working at Reaching Upward Financial Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joey Allen	Dayton, OH	3

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